Filed August 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $60,821 |
Service code 35 · EIN 95-2402760 | Employee (plan sponsor) | $22,463 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,844 | $49,468-55.8% | $150,298-85.5% | $103,975-79.0% |
| Participation rate | 96.8% | 58.1%+38.6pp | 77.8%+19.0pp | 72.5%+24.2pp |
| Annual return | 11.05% | 38.98%-27.9pp | 62.79%-51.7pp | 19.41%-8.4pp |
| Employer contribution / active EE | $2,264 | $1,670+35.6% | $4,154-45.5% | $3,722-39.2% |
| Participant deferral / active EE | $0 | $2,650-100.0% | $5,453-100.0% | $5,343-100.0% |
| Admin fee / account holder | $144 | $385-62.6% | $14,116-99.0% | $332-56.7% |